NEED ACCOUNT BALANCE INFO FOR TAXES. 1. Automated system…read morerecognises login data AND my voice, but fails to send promised "code" to my telephoine, despite four tries. Lovely "four factor authentication" crashes again. 2. Then automated system fails to recognoize correct login data. 3. Then aurtomated system refuses to allow me to cretae new password. 4. "24/7" "support" telephone number reaches message to call day after tomorrow, making "24/7" a lie. Incompetent software and no way to get help until day after tomorrow. "24/7" 0___0

I went to the Rookwood office with my toddler and I have never EVER been treated so well anywhere…read more I don't know anything about finance and I was a bit stressed that day. I didn't even have an appointment but these guys immediately opened the door for me, offered me a beverage, offered my son snacks, entertained and drew pictures for my child while another guy fixed an issue with my account in record time. Who does that!? They also answered my financial questions in a way that I could understand since I'm not a finance guru. I'm blown away by their empathy, professionalism and their ability to execute what I needed quickly before my child had a meltdown. The Four Seasons didn't treat me as well as these guys did lol. Highly recommend!

My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

Bowling Portfolio Management has offered me consistent and stable investment management throughout…read morethese tough economic times. I appreciate their hard work and their ability to provide smart analytics accompanied with compassion for the client.

My husband and I started working with Andrew and Devon a little over a year ago and we've been…read moreimpressed at every turn. Their customer service is exceptional and their intelligence and business savvy are literally paying in dividends. My husband has typically handled our finances and with no shame I can admit he's more financially literate than me. However, I attend most of our meetings with Andrew and Devon and I feel equally heard and respected when I voice questions, concerns, and ideas. They take time to explain concepts with patience and non-judgment. I'm sure many women (gender-stereotyping here) have had the experience of providers defaulting to the man in the room and this could not be farther from my experience with Andrew and Devon. I'd also like to add that I own my own business and as it's grown substantially in the last year, Andrew and Devon have been key supports, attending various meetings with my team members, educating me and empowering me to make decisions about profit, investment, and retirement. I could not be more grateful to have met this duo, not only for the sake of my family but also my business. I 100% highly recommend their services.

We were referred to Rhinevest and have had a great experience. Brad, our advisor, has been very…read moreeasy and enjoyable to work with. He is extremely flexible with his schedule and meetings - he even came to our house for our initial meeting! Brad is very well spoken and simplifies information. As my fiancé and I have a basic-intermediate understanding of finance, we really appreciate his explanations and how he makes everything easy to understand. Check out Rhinevest's website to learn more about their investment philosophy - they believe everyone should have the opportunity to invest and receive advice regardless of if they have $100 or $1M to invest. We would highly recommend Rhinevest and Brad!

Each year I stress about doing my taxes (and by doing I mean getting my information together to…read moregive to someone else to do). I am always stressed with trying to communicate to an accountant during tax season and usually end up filing late because of not being able to reach them/not knowing they need more information. This was the opposite of my experience this year. I just walked in with no appointment and they took my folder of information. Twice over the next few days they called and asked a few questions and were able to help me figure out what to include and what not to in my answers. Then they were done and all I had to do was e-sign. This was by far the least stressful tax process I have ever experienced. Highly recommend!

This is my first year getting my taxes done by a professional. I'm SO glad I went here! Everyone…read morewas so friendly in the office. Matt has been in the business for years and took great care of me. I was in and out in 30 minutes. Very reasonably priced - $125 after everything was said and done.

Want to get ripped off? PNC Investments is the perfect place! I invested $25,000 into a mutual…read morefund there in 2016. Right off the bat, without informing me, they deducted $1,250 in fees from my $25,000 !! 4 years later, the fund has made no money for me, so I called to return the money to my savings account. Now the rip-off starts again !! They are charging me over $500 to get my money back, what's left of it. It seems that PNC Investments would be a good place to AVOID !!! After many years, I am looking for a new bank, hopefully one with honest customer service and maybe even ethics,

Private wealth management company. Really friendly people who care about their jobs.read more

Wealth advisers and financial planners who really help people solve their problems and reach their…read moregoals. Professionals.

BE WARY OF FIDELITY! I have an account with Fidelity. Days ago, I sent them 25,000 via EFT from my…read morebank. They acknowledge receiving $25,000 but didn't make it available for trading, so I called them. They said they were experiencing a higher than normal rate of fraud, therefore they were taking 16 business days to verify EFTs, and until it was verified they wouldn't let you do any transactions with it. I am losing money, because my bank pays me good interest on my cash. If I had known that they were going to be so inept, I would have either gone with a different investment company, or sent them a wire transfer rather than an EFT. The first customer service person I spoke with was extremely rude, blaming me for making the deposit, claiming there was a warning online about a 16 day hold. However, the warning only said it might take a little while longer (what sounds like two or three days) to do the transaction. They DID NOT STATE it would take 16 business days. I called customer service two more times and they wouldn't make an exception. This is a STRANGE CUSTOMER UNFRIENDLY corporation that abuses its customers. I would not recommend that you open any accounts with Fidelity. They should consider changing their name to INFIDELITY.

Fidelity runs the benefits for one of my mother's pension payments. I have been trying for two…read moreyears to get access to handle my mother's account as she had a stroke and is incapacitated (can't speak/paralyzed). On my first phone call (got number from monthly statement), they wouldn't even tell me what company the benefit was coming from. They just informed me that they couldn't help me and I would need to call my mother's company. This was many years ago and my mother never told me what company was paying her pension. After a couple of more calls, I finally got someone to tell me what company to call - the guy whispered it into the phone. I called the company and they gave me the number to call Fidelity back, along with my mother's information. I was given an address and told what information was needed (SS#, DOB for myself and my mother, and a copy of the POA). I was told it would take 4 weeks to get the POA approved. I called back 4 weeks later and they said they show nothing in the system. I told them the address that was given to me and they advised that it was the wrong address that I was given - wrong PO and zip code. Being that they provided the other address, I asked where the first package would have went. They told me to contact the post office. I asked if I could email or fax the documents to them. They said no. I advised that Yum Brands (Pepsi) allowed me to do this and had all of the changes done in one week. They said there was nothing they could do. Just to resend it and wait a month to see if it gets processed or received. This company knows absolutely nothing about customer service and other than one individual who let me know what company was paying my mom's pension, probably at the risk of losing his job, all other individuals have been short with me and rude, even after providing all pertinent information about my mother to prove that I wasn't scamming them. The result is me having to file an extension on her tax returns until they release 1099 tax documents, since my mother's address is no longer valid and they send out "do not forward" documents.